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Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.
Due to the COVID-19 pandemic and economic crisis, the IRS will permit employers to adopt midyear amendments to plan contribution formulas.
Notice 2020-51 affords welcome additional flexibility for individuals to deal with required minimum distributions they took in 2020.
The proposal concerns ERISA plans that make investment decisions based on environmental, social and corporate governance (ESG) factors.
Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.
Plan participants may use an electronic system facilitating remote notarization or witnessing if executed via live audio-video technology.
Notice 2020-23 postpones the due date for Form 5500 (Annual Return/Report for Employer Plans) filings for some plans.
Job losses and hardships have some investors tapping into employer-sponsored retirement savings. Learn what questions you may face.
Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.
In this issue of Retirement Report we discuss several areas that influence plan sponsors and fiduciaries of defined contribution plans.
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or